About You
First Name
*
Last Name
*
Email
*
Nonprofit/ Organization
*
What is your role in the organization?
*
Executive Director / CEO
Development/Fundraising Staff
Program Staff
Finance/Admin Staff
Board Member
Volunteer
No elements found. Consider changing the search query.
List is empty.
How consistently do you stay in touch with donors after they give (for example, thanking them and sharing updates)?
*
Not yet in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Think about whether donor thanking and follow-up happen rarely, sometimes, or as a consistent practice.
How regularly do staff and board members receive support or learning opportunities related to fundraising?
*
Not yet in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Consider how often staff and board members receive guidance, coaching, or learning related to fundraising
How well-maintained are your accounting systems, compliance registrations, and fundraising-related policies?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Think about whether accounting, compliance, and key policies are current, reliable, and maintained without last-minute stress.
Do you operate with up-to-date plans that actively guide your fundraising efforts?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Consider whether you have clear, up-to-date plans that actually guide fundraising decisions and priorities.
How realistic and comprehensive are your budget and revenue projections based on historical performance and current capacity?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Think about how confident you are that revenue projections reflect both past results and current capacity.
How clearly can you articulate your impact, outcomes, and case for support?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Consider how clearly and consistently you can explain your impact and why someone should support your work.
How actively and consistently does your board participate in giving, fundraising, and advocacy?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Think about how involved board members are in giving, fundraising, and advocating for the organization.
How reliable and consistent are your systems for tracking gifts, donors, and stewardship activity?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Consider how easy it is to track donors, gifts, and follow-up without relying on memory or spreadsheets.
How consistent, planned, and donor-centered is your communication and stewardship schedule?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Think about whether donor communications are planned, consistent, and focused on relationships, not just asks.
To what extent does your organization cultivate a shared responsibility for fundraising across staff, leadership, and board?
*
Not in place
Early / Developing
Partially in place
Mostly in place
Fully in place
No elements found. Consider changing the search query.
List is empty.
Consider whether fundraising is seen as a shared responsibility across staff, leadership, and the board.